Texas Instruments' strong track record of beating consensus estimates supports the 84.5% market-implied probability of a Q3 2026 earnings beat. The company exceeded Q2 expectations with EPS of $2.14 (versus $1.91–$1.98 consensus) and revenue of $5.46 billion, while reaffirming guidance of $5.65–$6.15 billion in revenue and $2.23–$2.57 EPS. Analyst forecasts cluster around $2.36–$2.42 EPS and $5.67–$5.92 billion revenue, well within that range and reflecting 24–26% year-over-year revenue growth plus 61% EPS expansion. Recent pricing initiatives, dividend hikes, and new AI-related products further bolster sentiment ahead of the October 21 release.